The UK's leading adviser platform built on proprietary technology

For over 25 years, we have been at the forefront of innovation in the sector, delivering software that empowers financial advisers and helping make financial planning easier. Our proprietary technology enables us to control our software development and overall proposition to deliver the most impactful service to clients and UK financial advisers.

What we do

Our propositions, Transact, an adviser investment platform, and Curo, an advice firm CRM system, make financial planning easier for clients and UK financial advice firms.

Business model and strategy

Our businesses

Transact

The UK’s premium investment platform for clients and UK financial advisers.
Curo

Our leading, proprietary CRM software built on Microsoft Power Platform.

Our aim

Our aim is to be the number one provider of software and services for clients and UK financial advisers.

Our purpose

Our purpose is to make financial planning easier.

Our strategy

Our strategy is to deliver leading financial adviser software, personal service and value for money.

Our values

Our key value is always to do the right thing.

Leadership statement

IntegraFin’s success is based on our ability to continually adapt and evolve our offering to clients and advice firms.

Alex Scott Group CEO

Our leadership

Corporate governance

Our board provides effective governance, which facilitates the delivery of the Group's purpose whilst providing assurance and accountability to our stakeholders.

Corporate governance